Actions on Documents

You can perform following actions on the Document page:

• Attach a document

  Windows: Click the file explorer button or the camera button.

  Android/iOS: Tap the plus (+) button and then the file explorer button or the camera button.

  Browse and select the document or take a picture with the camera.

  Note: The document is available in the Document Management System after synchronization.
• Download a document

  Windows: Click the download icon or select the document and click the Download option.

  Android/iOS: Tap the download icon or select the Download option from the context menu.

  Note: Documents can also be downloaded automatically. Refer to chapter 4 paragraph Documents Setting for details.
• View a document

  View a downloaded document or locally created document by clicking or tapping the document record.

• Search a document

  Search for a document by specifying a text in the Search box.

  Windows: The Search box is located at the top of the screen.

  Android/iOS: The Search box can be activated by clicking the magnifying glass.

• Sort documents

  Sort the documents by name, date, type, or object hierarchy.

  Windows: The Sort By option is located at the top of the screen.

  Android/iOS: The Sort By option is located in the context menu at the top right corner.